How to use Portfolio Analytics on the Mobile App

The Portfolio Analytics section utilizes specialized analytics tools in order to provide a detailed study of the performance of your Kriptomat portfolio. The section includes a full breakdown of the cryptocurrencies you own, separated into three different segments: Account value, Profit and loss, and Performance.

Please take a look at our demonstration video here:

This segment displays the total value of your Kriptomat portfolio, as well as all assets that you own, regardless of the wallet type they are located in (i.e., primary wallet, KriptoEarn, Intelligent Portfolios).

The interactive chart includes a view of your account value in different time frames, such as the last 24 hours, the last week, the last month, the last year, or its all-time value.

Profit and loss refers to the financial gain or loss as a result of investing in cryptocurrencies, displaying the difference between the total gains and losses incurred from buying and selling digital assets on a cryptocurrency exchange.

When you complete a cryptocurrency investment, you aim to make a profit by buying assets at a lower price and selling them at a higher price. The profit is the positive difference between the selling price and the buying price.

Contrarily, if you sell an asset at a lower price than what you paid for it, you would incur a loss.

To calculate your overall profit or loss margins on a cryptocurrency exchange, all your trading activities within a specific period are evaluated. The P&L can be determined by subtracting the total costs (including fees) from the total revenue (selling price) generated by your trades.

For example: Suppose you bought 1 Bitcoin for 20,000 EUR and later sold it for 22,000 EUR. In this case, your profit would be 2,000 EUR. However, if you bought 1 Bitcoin for 20,000 EUR and sold it for 19,000 EUR, you would have incurred a loss of 1,000 EUR.

In general terms, performance reflects the percentage change in the value of an asset or account, indicating how well it has performed relative to its initial value or benchmark on the cryptocurrency market. It provides a measure of the overall growth or decline of the asset or account, offering insights into its success or failure over time.

For example, if you invest 100 EUR in an asset and it grows to 150 EUR, the performance would be 50% (reflecting the 50% increase in value). Similarly, if you invest 1,000 EUR in the same asset and it grows to 1,500 EUR, the performance would still be 50% (as the percentage increase remains the same).

Although these two seem very similar, they represent different analytical tools.

P&L is a measure of the financial outcome of an investment, representing the profit or loss of a cryptocurrency portfolio, while portfolio performance analysis evaluates the returns and effectiveness of the portfolio relative to a benchmark or target.

The P&L section gives you a clear financial picture, while the portfolio performance analysis provides a broader assessment of the investment’s general success in the cryptocurrency market.

To summarize, P&L represents a current snapshot of your account at a given moment, and shows if your assets making a profit or loss, while performance focuses on the broader picture, which includes highly hypothetical factors, such as the “All time high” price of your currency, market changes and impacts, etc.

Your investments have gained a profit, and the cryptocurrencies you hold are now worth more than when you bought them.

However, your performance shows a loss, as it relies on unrealized losses, meaning if you were to sell your portfolio now, you would be losing funds, compared to the “all-time high” value of your holdings.

For example, you bought 1 ETH when the price of ETH was 1200 EUR. The Worth of ETH at the time of writing this article stands at approximately 1996 EUR.

You see that your P&L shows a profit, while the performance tab shows a loss.

The reason for this is simple: If you were to sell the 1 ETH you own at this moment, you will be making a profit since it is worth more than at the time of your purchase.

However, a few months ago, ETH’s price stood at 4000 EUR, so the performance tab will show a loss, as it is taking into consideration the “All time high” price, and the hypothetical possibility that, should you have sold it then, the profit would have been even higher than your current one.

This is referred to as unrealized loss, as it shows that you could lose money if you sell now.

One commonly followed trading rule in the world of cryptocurrencies is the principle that no money is lost until you sell your cryptocurrency assets. This rule highlights the volatile nature of the cryptocurrency market and the importance of a long-term perspective and patience when it comes to investment outcomes.

To conclude, the principle of ‘no money lost until you sell’ encourages cryptocurrency investors to maintain a long-term view, reminding them that market fluctuations and unrealized losses are inherent. By exercising patience and strategic decision-making, investors can navigate the volatile landscape with the aim of maximizing their returns over time.

The reason behind this may be a minor technical error. We kindly ask you to contact our team at [email protected] or start a Live Chat with one of our agents for additional assistance.

Important note: Screenshots taken directly from your account of the issue are very useful to our team in understanding how to help. We encourage you to provide these in order for us to be able to assist you to our fullest ability.

If you still have additional questions or your issue has not been resolved, feel free to contact us at [email protected] or begin a Live Chat with one of our agents - available in 18+ languages!